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On today’s show, we discuss:
- The US economy is heading for recession
- Trump won’t rule out a recession in 2025
- Wall Street Fears Trump Will Wreck the Soft Landing
- How “anything but the USA” became the new mantra in global markets
- SPIVA U.S. Scorecard
- DAL earnings
- The Atlanta Fed’s Nowcast Is Broken (For Now)
- JPM Guide to Retirement
- The Government Knows A.G.I. Is Coming
- Cliff Asness: The New ‘Crypto Fort Knox’ Is as Dumb as It Sounds
- Rocket Companies to acquire Redfin for $1.75B
- Private capital’s public puke
- 30 Charts That Show How Covid Changed Everything
Listen here:
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Tweets/Bluesky:
Bonds $AGG best day vs stocks $SPY in a quarter-decade pic.twitter.com/Dt68D41S78
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) March 10, 2025
— Carl Quintanilla (@carlquintanilla.bsky.social) 2025-03-10T13:21:55.882Z
“…What we underestimated was how the US's wavering support for NATO and Ukraine would trigger a watershed moment for the eurozone – with Germany expected to also follow through with sizeable fiscal stimulus. It is important to stress that we are not turning negative on US…
— Sam Ro 📈 (@SamRo) March 10, 2025
"Out of any 15-year period to be invested in equities dating back to 1970, the one we’ve just lived through was the best." Bridgewater Co-CIO Bob Prince pic.twitter.com/cvWeNmaIf2
— The Idea Farm (@TheIdeaFarm) March 6, 2025
Just a few minutes ago, President Trump signed an Executive Order to establish a Strategic Bitcoin Reserve.
The Reserve will be capitalized with Bitcoin owned by the federal government that was forfeited as part of criminal or civil asset forfeiture proceedings. This means it…
— David Sacks (@davidsacks47) March 7, 2025
I'm 37. Instead of regretting that I can't wake up age 18 again, I pretend to myself that I'm 90 and I've woken up age 37 again, and that I get to magically, wonderfully have the next 50 years again.
— blue (@bluewmist) February 18, 2025
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